CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全490銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.24% | +0.61% | +4.19% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.44% | +0.10% | +0.09% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.68% | -0.01% | -0.59% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -3.07% | EXIT | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.54% | — | +3.09% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.98% | +0.13% | -0.00% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.88% | — | +5.52% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.87% | — | +6.28% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | -0.67% | EXIT | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.45% | — | -0.34% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.21% | — | +1.80% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | +0.01% | -4.18% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | -0.05% | -19.87% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | +0.01% | -7.06% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.03% | — | +0.68% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | -0.67% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | +0.11% | -3.27% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +2.85% | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | -1.64% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | +12.69% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | -2.81% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | -2.74% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | — | -2.19% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -2.61% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +10.38% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.67% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -10.83% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -3.37% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +6.55% | |
| 30 | PWR | Quanta Services INC | 株式-資本財 | 0.55% | -0.37% | EXIT | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.54% | +0.27% | -2.73% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | -42.33% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.53% | -0.06% | -0.75% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.04% | -1.63% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.52% | -0.04% | -0.50% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | -1.08% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.47% | — | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | +27.98% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.45% | -0.03% | +630.55% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | — | -20.40% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.44% | — | +6.25% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -7.56% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | -0.07% | -25.42% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.38% | — | +3.83% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | -9.83% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.37% | — | +15.63% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -1.83% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | -0.39% | EXIT | |
| 49 | USB | US Bancorp | 株式-金融 | 0.33% | — | +0.06% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.22% | -19.51% |